Heirloom Wealth Management’s D.R. Horton DHI Stock Holding History

Heirloom Wealth Management’s Portfolio DHI Stock Details DHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,978	Closed	-$271K	–	64
2026 Q1	$271K	Buy	+1,978	New	+$299K	0.05%	80

Other funds holding DHI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Heirloom Wealth Management's DHI Position: Q2 2026 in Review

Heirloom Wealth Management sold out of D.R. Horton (DHI) in Q2 2026, closing a stake of 1,978 shares — an estimated $271K sold.

Heirloom Wealth Management first reported a position in DHI in Q1 2026 and held it in 1 quarter. The position peaked at $271K in Q1 2026. 1,241 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

Heirloom Wealth Management reported no remaining D.R. Horton position as of Q2 2026 after selling out during the quarter.
Heirloom Wealth Management sold 1,978 D.R. Horton shares in Q2 2026, an estimated $271K.
Heirloom Wealth Management first reported a position in D.R. Horton in Q1 2026 and held it in 1 quarter.
Heirloom Wealth Management's D.R. Horton position peaked at $271K in Q1 2026.
1,241 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.